Focused On Your Financial Future
At San Tan Planning & Investments, we’re redefining what you can expect from a full-service investment firm. We provide personalized wealth management and financial planning services, and proudly help busy working professionals find clarity when making crucial financial decisions.
A Client-Centered Approach
Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.
- Retirement
Where will your retirement money come from? If you’re like most people, qualified retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement income sources.
- Estate Management
Effective estate management is designed to help you manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
- Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.
Catch-Up Contributions
Self-Employed Retirement Plans
A Living Trust Primer
Social Security: The Elephant in the Room
